Institutional Ownership Equitable Holdings, Inc. (EQH)
This table provides information about the institutional ownership of Equitable Holdings, Inc. (EQH). We have compiled data on the 618 institutions that hold shares in the stock, with a total of 279 Million shares, which have been reported (via 13F filing form) to have a value of $14.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
440
shares
|
$22,792
0.0% of portfolio
|
Q4 2024
Reduced 24.66%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
439
shares
|
$22,740
0.0% of portfolio
|
Q2 2024
Added 2095.0%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
435
shares
|
$22,533
0.0% of portfolio
|
Q4 2022
Reduced 5.64%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
400
shares
|
$20,720
0.01% of portfolio
|
Q4 2021
Added 33.33%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
383
shares
|
$19,839
0.0% of portfolio
|
Q1 2025
Added 91.5%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
342
shares
|
$17,715
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
338
shares
|
$17,508
0.01% of portfolio
|
Q1 2025
Reduced 9.14%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
309
shares
|
$16,006
0.0% of portfolio
|
Q1 2025
Added 75.57%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
296
shares
|
$15,332
0.0% of portfolio
|
Q1 2025
Added 543.48%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
277
shares
|
$14,348
0.0% of portfolio
|
Q1 2025
Reduced 10.36%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
260
shares
|
$13,468
0.0% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
235
shares
|
$12,173
0.0% of portfolio
|
Q3 2023
Reduced 3.69%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
221
shares
|
$11,447
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
217
shares
|
$11,240
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
203
shares
|
$10,515
0.0% of portfolio
|
Q1 2025
Added 103.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
178
shares
|
$9,220
0.01% of portfolio
|
Q4 2024
Reduced 20.18%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
176
shares
|
$9,116
0.0% of portfolio
|
Q1 2025
Reduced 68.9%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
161
shares
|
$8,339
0.0% of portfolio
|
Q1 2025
Reduced 39.02%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
154
shares
|
$7,977
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
150
shares
|
$7,770
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
149
shares
|
$7,718
0.0% of portfolio
|
Q1 2025
Reduced 94.62%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
145
shares
|
$7,511
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
142
shares
|
$7,355
0.01% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
127
shares
|
$6,578
0.0% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
123
shares
|
$6,371
0.03% of portfolio
|
Q1 2025
New holding
|